Category Archives: Uncategorized

Today’s article comes courtesy of frequent contributor Dave Van Knapp. His site, SensibleStocks.com, is chock full of clear-headed ways to pick stocks and explains the oft-unappreciated role of dividends. Why The Rally Has Been Sustained by Dave Van KnappSensibleStocks.com This article is a follow-up to my article, This Rally Is Sustainable, published in Jason’s column […]

Pointed out by Kelly Letter subscriber Brian, the cash to assets ratio of equity funds has fallen to almost 4%. That’s down from 5.1% in May, 4.4% in June, and 4.2% in July, according to the Investment Company Institute. Brian was prompted to look into the current data after reading Justin Mamis’ When to Sell, […]

From the Kelly Letter research stream comes just one point today. Washington Times columnist Tony Blankley said at time mark 18:30 on KCRW’s Left, Right & Center a week ago: Here’s the fundamental problem for anybody who wants to go down the path that the president seems to be wanting to go down, and that […]

From the current Kelly Letter research stream come these two points. Doug Kass has been the man of the year as far as market forecasts go because he confidently called a generational low in early March, as most of the herd fretted slipping into the abyss. From 666 on the S&P; 500, Kass said we’d […]

From the current Kelly Letter research stream come these four tidbits. Ben Stein pointed out at Yahoo Finance that taxpayers are paying bank profits but getting no benefits. Admittedly, this is old news to those who’ve been paying attention but a lot of people haven’t been paying attention, so it’s worth putting out there again: […]